Adam Simon is a financial advisor with LPL Financial in Ontario, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked for Northwestern Mutual in various roles from 2014 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Marc Raymundo is a CFP®-designated financial advisor with Edward Jones in Chino Hills, CA, where he has worked since 2018. He has seven years of industry experience, including prior roles at St Philip the Apostle and St. Pius X - St. Matthias Academy. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory strategies and maintains a large national network of advisors and branch offices.

Enda Veres is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. In addition to his advisory roles, he has experience in education with the Riverside Unified School District and operates a private music instruction business. He is also engaged as a mobile DJ in the Grand Terrace area. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

Tom Valcich is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jonathan Pasimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Elijah Behringer is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has less than one year of industry experience, with prior work history spanning staffing agencies, investment services, and hospitality. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Jorita Padfield is a financial advisor at Cetera with over 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera Advisors LLC since 2013. In addition to her advisory role, she owns Padfield Financial Services and assists with data collection for the US Census Bureau. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop bespoke strategies across various program structures.

Qiming Liang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2022, he worked at NYLife Securities LLC and Hainan Shengda Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with an emphasis on non-discretionary client decision-making.

Joe Valenzuela Jr. is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously was affiliated with the University of Southern California from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Shih Liu is a Series 66 licensed advisor with Merrill, based in Upland, CA, and has four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Cervantes is a CFP® and Series 66 licensed financial advisor with 19 years of industry experience. She currently works at Morgan Stanley in Brea, CA, having previously held roles at Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Dominic Valdez is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Charles Schwab, Merrill Lynch/BOA, New York Life Insurance Company, and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, where he worked for 21 years. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to appropriate investment models and discretionary managers, utilizing third-party asset managers and a range of investment products.

Cong Wang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Cetera, HSBC Bank USA, Avantax Advisory Services, Bohai Securities, and Everbright Securities. He also serves as an insurance agent selling fixed insurance products and works as a wealth management associate at TYWL Wealth Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Calagna is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at City National Bank and UnionBanc Investment Services. Calagna holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Whyte is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He is also the CEO of Whyte & Associates Inc., a tax accounting and business advisory firm, and Pinnacle Wealth Management Inc., where he manages investment planning, retirement and estate planning, and financial planning services. Whyte serves as a trustee for the Bentley Family Trust and the Lisa Bruns Living Trust. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, including access to various third-party money managers and customized investment solutions.

James Erickson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment products and services, including specialized planning and institutional offerings.

Maria Almario is a financial advisor with LPL Financial, holding one year of industry experience. Prior to joining LPL Financial in 2025, she held various roles including positions at Kaiser Permanente and entrepreneurial ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Don Stalker is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2005 and previously spent seven years with Waddell & Reed. Outside of his advisory role, he is involved in the performing arts as a musician and songwriter. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians while offering both discretionary and non-discretionary management options through proprietary model strategies and third-party advisers.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.